AMA aims to become #1 palm oil tanker transporter, after expanding fleet by 10% to 96K dwt, sees no impact from rising EVs on the street on fuel consumption.

AOT expects 8m Chinese visitors this year, about 70% of record set in 2019.

Comment: So..? AOT has no idea what’s happening in China, you need to look at the # of planes/flight slots etcetc out of the airports in China and then you’ll figure out, AOT is just sitting down and twiddling their thumbs.

DRT sees growth momentum into this year on shopping stimulus, sets Bt648m capex to expand lightweight brick productions.

MAJOR sees record 4Q23 revenue on new films and Popcorn Major sales, target 40-50 new movies this year.

Comment: There’s no Tom Cruise movie coming out in 2024, the box office is going to be $hit.

DOHOME sets double digit revenue growth target this year, high single digit in SSSG, GPM at 16-17%, on recovery in constructions, boosting high margin house brand to 20% of overall.

KTC said card spending in FY23 exceeded 10% target, keeps 15% target for this year, Easy E-Receipt to boost card spendings, market share at 12% of Bt2.2trnl the whole system, NPLs at 1.3% vs 3% industry avg, sees no impact from BOT’s new minimum payment from 5% to 8%.

Comment: Remember that KTC makes a $hittonne of money because people are not able to pay their bills on time….Now if the minimum payment increases then….let’s see how they manage the NPLs.

WARRIX sees windfall from Easy E-Receipt shopping stimulus, launching new Sports Wear and Lifestyle, while FIFA’s rule adjustment to see all year round football competitions.

Comment: I still don’t see how they are going to expand beyond their size. If someone has the argument for it, pls share. I just see their market share stagnating similar to how McGroup can’t expand beyond their own industry.

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